Atria Wealth Solutions’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Atria Wealth Solutions’s Portfolio FJUL Stock Details FJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8,295	Closed	-$395K	–	1608
2025 Q1	$395K	Sell	8,295 -10,438	-56%	-$513K	﹤0.01%	1317
2024 Q4	$917K	Buy	18,733 +1,455	+8%	+$71.1K	0.01%	957
2024 Q3	$831K	Sell	17,278 -903	-5%	-$42.1K	0.01%	992
2024 Q2	$837K	Sell	18,181 -3,380	-16%	-$151K	0.01%	975
2024 Q1	$958K	Buy	21,561 +839	+4%	+$36.1K	0.01%	926
2023 Q4	$862K	Buy	20,722 +12,634	+156%	+$500K	0.01%	937
2023 Q3	$310K	Buy	+8,088	New	+$318K	﹤0.01%	1398

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Atria Wealth Solutions's FJUL Position: Q2 2025 in Review

Atria Wealth Solutions sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2025, closing a stake of 8,295 shares — an estimated $395K sold.

Atria Wealth Solutions first reported a position in FJUL in Q3 2023 and held it in 7 quarters. The position peaked at $958K in Q1 2024. 132 funds tracked by Wall St. Rank hold FJUL as of Q2 2025.

Atria Wealth Solutions reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 8,295 FT Vest US Equity Buffer ETF July shares in Q2 2025, an estimated $395K.
Atria Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF July in Q3 2023 and held it in 7 quarters.
Atria Wealth Solutions's FT Vest US Equity Buffer ETF July position peaked at $958K in Q1 2024.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.